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Latest H&H Retirement Design & Management INC Stock Portfolio

$212Million | No. of Holdings #84

H&H Retirement Design & Management INC Performance

2026 Q1-2.51%
YTD-2.51%
2025+16.90%

About H&H Retirement Design & Management INC and 13F Hedge Fund Stock Holdings

On 2026-05-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, One Wealth Map LLC reported an equity portfolio of $212.8 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of One Wealth Map LLC are BIL, EDV, IJR. The fund has invested 17.8% of it's portfolio in SPDR SERIES TRUST and 5.4% of portfolio in VANGUARD WORLD FD. <br><br> The fund managers got completely rid off DIVERSIFIED HEALTHCARE TR (DHC), RIGETTI COMPUTING INC (RGTI) and ISHARES TR (AGT) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), VANGUARD INDEX FDS (VB) and COSTCO WHOLESALE CORPORATION (COST). One Wealth Map LLC opened new stock positions in ISHARES TR (AMPS), MASCO CORP (MAS) and SALESFORCE INC (CRM). The fund showed a lot of confidence in some stocks as they added substantially to BOOKING HOLDINGS INC (BKNG), STARBUCKS CORP (SBUX) and VISA INC (V).
H&H Retirement Design & Management INC Equity Portfolio Value
Last Reported on: 04 May, 2026
$212Million
  as of May 04, 2026

H&H Retirement Design & Management INC Annual Return Estimates Vs S&P 500

Our best estimate is that One Wealth Map LLC made a return of -2.51% in the last quarter. In trailing 12 months, it's portfolio return was 24.69%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr4,705,210
masco corp463,915
salesforce inc421,240
stryker corporation295,997
intercontinental exchange in292,168
uber technologies inc276,817
nvidia corporation236,354
ishares tr221,196
New stocks bought by H&H Retirement Design & Management INC

Additions

Ticker% Inc.
booking holdings inc2,184
starbucks corp90.44
visa inc32.22
vaneck etf trust24.12
ishares tr22.6
vanguard world fd17.47
meta platforms inc16.71
schwab strategic tr15.39
Additions to existing portfolio by H&H Retirement Design & Management INC

Reductions

Ticker% Reduced
vanguard scottsdale fds-41.9
vanguard index fds-39.95
costco wholesale corporation-27.4
alphabet inc-19.51
ishares tr-11.89
select sector spdr tr-7.1
elevance health inc formerly-6.3
spdr series trust-6.09
H&H Retirement Design & Management INC reduced stake in above stock

Sold off

Ticker$ Sold
diversified healthcare tr-396,902
rigetti computing inc-256,795
ishares tr-243,306
H&H Retirement Design & Management INC got rid off the above stocks

Sector Distribution

One Wealth Map LLC has about 86.7% of it's holdings in Others sector.

  • Others
  • Utilities
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Financial Services
Sector%
Others86.7
Utilities3.2
Technology2.7
Communication Services1.9
Consumer Cyclical1.8
Financial Services1.4

Market Cap. Distribution

One Wealth Map LLC has about 9.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED86.5
MEGA-CAP5.3
LARGE-CAP4.5
MID-CAP3.2

Stocks belong to which Index?

About 12.7% of the stocks held by One Wealth Map LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others87.3
S&P 5009.3
RUSSELL 20003.4
Top 5 Winners (%)%
BGRN
ishares tr
20.3 %
AMAT
applied matls inc
18.2 %
XLB
select sector spdr tr
17.0 %
TSM
taiwan semiconductor manufac
16.4 %
QCOM
qualcomm inc
15.9 %
Top 5 Winners ($)$
BIL
spdr series trust
3.1 M
XLB
select sector spdr tr
1.0 M
XLB
select sector spdr tr
0.6 M
AGZD
wisdomtree tr
0.4 M
XLB
select sector spdr tr
0.4 M
Top 5 Losers (%)%
BKNG
booking holdings inc
-93.8 %
CHKP
check point software tech lt
-36.0 %
IQV
iqvia hldgs inc
-31.8 %
ABC
cencora inc
-16.3 %
DXCM
dexcom inc
-15.1 %
Top 5 Losers ($)$
BKNG
booking holdings inc
-11.8 M
XLB
select sector spdr tr
-0.4 M
IQV
iqvia hldgs inc
-0.4 M
CHKP
check point software tech lt
-0.2 M
META
meta platforms inc
-0.2 M

H&H Retirement Design & Management INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of H&H Retirement Design & Management INC

One Wealth Map LLC has 84 stocks in it's portfolio. About 50.2% of the portfolio is in top 10 stocks. BKNG proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for One Wealth Map LLC last quarter.

$205.25MTotal Value
87.00Positions
04 May, 2026Last Reported
Current holdings of Current Stock Holdings of H&H Retirement Design & Management INC, last reported on 04 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
H&H Retirement Design & Management INC's holding in Ishares Tr over time
2.69%107,937
$5.73M
2.69%
decreased 0.43 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
H&H Retirement Design & Management INC's holding in Ishares Tr over time
1.02%41,302
$2.16M
1.02%
increased 2.38 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
H&H Retirement Design & Management INC's holding in Ishares Tr over time
0.65%15,306
$1.38M
0.65%
decreased 0.56 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
H&H Retirement Design & Management INC's holding in Ishares Tr over time
0.51%11,533
$1.09M
0.51%
increased 22.6 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
H&H Retirement Design & Management INC's holding in Vaneck Etf Trust over time
0.61%121,850
$1.30M
0.61%
increased 24.12 percentadded
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
H&H Retirement Design & Management INC's holding in Pacer Fds Tr over time
0.68%40,782
$1.44M
0.68%
decreased 0.89 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
H&H Retirement Design & Management INC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
H&H Retirement Design & Management INC's holding in Wisdomtree Tr over time
3.33%183,610
$7.09M
3.33%
decreased 2.36 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
H&H Retirement Design & Management INC's holding in Wisdomtree Tr over time
3.27%73,930
$6.95M
3.27%
decreased 2.11 percentreduced